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Drexel Morgan & Co’s iShares Currency Hedged MSCI Japan ETF HEWJ Stock Holding History

Drexel Morgan & Co’s Portfolio HEWJ Stock Details HEWJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-9,965
Closed -$320K – 88
2018
Q1 		$320K Hold
9,965
– – 0.33% 69
2017
Q4 		$332K Hold
9,965
– – 0.32% 69
2017
Q3 		$307K Sell
9,965
-510
-5% -$15.2K 0.31% 70
2017
Q2 		$312K Sell
10,475
-3,420
-25% -$98.4K 0.32% 66
2017
Q1 		$389K Buy
+13,895
New +$394K 0.43% 59

Other funds holding HEWJ

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFM
Signature Financial Management Norfolk, Virginia $416M AUM 8.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Drexel Morgan & Co's HEWJ Position: Q2 2018 in Review

Drexel Morgan & Co sold out of iShares Currency Hedged MSCI Japan ETF (HEWJ) in Q2 2018, closing a stake of 9,965 shares — an estimated $320K sold.

Drexel Morgan & Co first reported a position in HEWJ in Q1 2017 and held it in 5 quarters. The position peaked at $389K in Q1 2017. 74 funds tracked by Wall St. Rank hold HEWJ as of Q2 2018.

  • Drexel Morgan & Co reported no remaining iShares Currency Hedged MSCI Japan ETF position as of Q2 2018 after selling out during the quarter.
  • Drexel Morgan & Co sold 9,965 iShares Currency Hedged MSCI Japan ETF shares in Q2 2018, an estimated $320K.
  • Drexel Morgan & Co first reported a position in iShares Currency Hedged MSCI Japan ETF in Q1 2017 and held it in 5 quarters.
  • Drexel Morgan & Co's iShares Currency Hedged MSCI Japan ETF position peaked at $389K in Q1 2017.
  • 74 funds tracked by Wall St. Rank held iShares Currency Hedged MSCI Japan ETF as of Q2 2018.

Based on Drexel Morgan & Co's 13F filing for Q2 2018, filed 9 Aug 2018.